DOHJ, LLC

CIK

1801881

Location

SEATTLE, WA

Portfolio Value

Small $371,243,047

Diversification

Highly concentrated

Filing Date

Global Rank

#3,979 / 8,137 ▼ 552 · as of Jun 2025

Top Industry

Semiconductors 10.0%

Period ended 1 year ago

Filed Jul 23, 2025 · 1y

22 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.0% of the book (60%+)

Turnover

Medium turnover

38.5% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 14.6 quarters (12+), a floor since 35.2% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 67.7%; sector active share 57.3% against the combined 13F book's sector weights.

Over time 22 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

144 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

53.1%

−2.7 pts

Top 5

61.9%

−6.1 pts

Top 10

71.0%

−4.5 pts

HHI

2,869

Highly concentrated−303

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	69.6%	$258,288,912	68
Technology	9.6%	$35,803,690	16
Financial Services	4.9%	$18,084,355	11
Consumer Cyclical	3.7%	$13,742,336	8
Healthcare	3.2%	$11,875,565	13
Industrials	2.9%	$10,677,466	10
Consumer Defensive	2.8%	$10,339,851	6
Communication Services	2.3%	$8,515,556	4
Energy	0.4%	$1,587,183	2
Basic Materials	0.3%	$1,091,314	3
Utilities	0.2%	$916,939	2
Real Estate	0.1%	$319,880	1

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHF	Schwab International Equity ETF	+291,970	326,812	$7,222,545
PZA	Invesco National AMT-Free Municipal Bond ETF	+86,486	102,232	$2,288,974
FMB	First Trust Managed Municipal ETF	+68,096	85,286	$4,248,948
MBB	iShares MBS ETF	+64,078	129,231	$12,133,498
QLTA	iShares Aaa - A Rated Corporate Bond ETF	+57,924	71,607	$3,425,678
VFLO	VictoryShares Free Cash Flow ETF	+56,766	64,373	$2,275,585
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+49,051	74,164	$5,460,695
IWR	iShares Russell Mid-Cap ETF	+39,380	42,096	$3,871,569
XJH	iShares ESG Select Screened S&P Mid-Cap ETF	+26,002	86,289	$3,580,993
SMB	VanEck Short Muni ETF	+25,462	389,766	$6,727,361
AGG	iShares Core U.S. Aggregate Bond ETF	+17,512	73,506	$7,291,795
QUAL	iShares MSCI USA Quality Factor ETF	+16,324	37,091	$6,780,976
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	+11,617	69,762	$2,883,263
IVE	iShares S&P 500 Value ETF	+8,596	19,800	$3,869,316
ESGD	iShares ESG Aware MSCI EAFE ETF	+8,192	183,380	$16,361,163
VB	Vanguard Index Funds	+7,557	8,820	$2,090,163
NVDA	Nvidia Corp	+6,163	54,854	$8,666,383
EFV	iShares MSCI EAFE Value ETF	+5,498	68,422	$4,343,428
IEMG	iShares Trust	+4,437	10,580	$0
PG	PROCTER & GAMBLE Co	+3,797	12,401	$1,975,727
AMAT	Applied Materials Inc	+2,532	7,400	$1,354,718
AMGN	Amgen Inc	+2,236	5,963	$1,664,929
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+1,737	41,562	$2,192,811
JPM	Jpmorgan Chase & Co	+1,560	11,490	$3,331,065
ABBV	AbbVie Inc.	+1,335	4,529	$840,672
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−187,637	35,788	$4,832,811
ESGV	VANGUARD ESG U.S. STOCK ETF	−143,434	10,578	$1,159,771
IWL	iShares Russell Top 200 ETF	−96,365	93,113	$14,257,462
IUSB	iShares Core Universal USD Bond ETF	−72,076	86,237	$3,986,736
IGEB	iShares Investment Grade Systematic Bond ETF	−59,830	23,453	$1,065,704
SUSC	iShares ESG Aware USD Corporate Bond ETF	−57,353	116,644	$2,709,640
IXUS	iShares Core MSCI Total International Stock ETF	−39,963	16,378	$1,266,183
IEFA	iShares Core MSCI EAFE ETF	−34,110	187,450	$15,648,326
SPY	Spdr S&P 500 ETF Trust	−28,496	1,855	$1,146,111
SHY	iShares 1-3 Year Treasury Bond ETF	−22,338	21,010	$1,740,888
DIA	Spdr Dow Jones Industrial Average ETF Trust	−19,245	713	$314,183
DSI	iShares ESG MSCI KLD 400 ETF	−19,138	30,860	$3,584,697
USXF	iShares ESG Advanced MSCI USA ETF	−15,938	21,231	$1,144,987
ESGU	iShares ESG Aware MSCI USA ETF	−14,378	143,048	$19,354,394
MUB	iShares National Muni Bond ETF	−12,921	305,284	$31,896,072
DMXF	iShares ESG Advanced MSCI EAFE ETF	−11,627	18,783	$1,398,206
QQQ	Invesco Qqq Trust, Series 1	−9,719	13,321	$7,348,396
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	−9,718	191,789	$9,117,649
TLH	iShares 10-20 Year Treasury Bond ETF	−6,971	12,271	$1,246,733
APTV	Aptiv PLC	−6,397	10,511	$717,060
PANW	Palo Alto Networks Inc	−4,919	1,940	$397,001
IQV	Iqvia Holdings Inc.	−4,626	3,870	$609,873
ESGE	iShares Trust	−4,479	120,450	$0
BAC	Bank Of America Corp	−4,406	47,991	$2,270,934
GE	General Electric Co	−4,210	5,034	$1,295,701
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VOO	VANGUARD 500 INDEX FUND	7,497	$4,258,520
SUB	iShares Short-Term National Muni Bond ETF	13,077	$1,390,608
GS	Goldman Sachs Group Inc	1,464	$1,036,146
TXN	Texas Instruments Inc	4,740	$984,118
HON	Honeywell International Inc	4,069	$947,588
BINC		17,242	$911,067
PH	Parker-Hannifin Corp	1,202	$839,560
JTEK	JPMorgan U.S. Tech Leaders ETF	8,817	$744,683
PPA	Victory Portfolios II	5,251	$744,014
ORCL	Oracle Corp	3,132	$684,749
RSP	Victory Portfolios II	3,559	$646,812
WMT	Walmart Inc.	5,995	$586,191
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	4,249	$572,722
RTX	RTX Corp	3,781	$552,101
SYK	Stryker Corp	1,191	$471,195
APO	Apollo Global Management, Inc.	3,185	$451,855
CVX	Chevron Corp	3,093	$442,886
CB	Chubb Ltd	1,408	$407,925
VRTX	Vertex Pharmaceuticals Inc	857	$381,536
PEP	Pepsico Inc	2,775	$366,411
ECL	Ecolab Inc.	1,319	$355,391
MCO	Moodys Corp	682	$342,084
LIN	Linde PLC	691	$324,203
IR	Ingersoll Rand Inc.	3,835	$318,995
IAK	iShares U.S. Insurance ETF	2,140	$287,744
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FALN	iShares Fallen Angels USD Bond ETF	149,008	$3,991,924
FLOT	iShares Floating Rate Bond ETF	63,291	$3,231,005
EFG	iShares MSCI EAFE Growth ETF	31,453	$3,145,300
EFA	iShares MSCI EAFE ETF	34,458	$2,816,252
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	36,172	$2,133,424
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	84,313	$2,126,373
TFLO	iShares Treasury Floating Rate Bond ETF	27,700	$1,403,282
DYNF	iShares U.S. Equity Factor Rotation Active ETF	28,023	$1,366,401
IVW	iShares S&P 500 Growth ETF	13,549	$1,257,753
IYW	iShares, Inc.	7,598	$1,067,063
WDAY	Workday, Inc.	4,368	$1,020,059
ASML	Asml Holding NV	1,470	$974,066
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	22,285	$947,558
FISV	Fiserv Inc	3,929	$867,641
PDD	PDD Holdings Inc.	7,014	$830,106
MELI	Mercadolibre Inc	382	$745,232
COP	Conocophillips	6,770	$710,985
TMO	Thermo Fisher Scientific Inc.	1,350	$671,760
MGM	MGM Resorts International	18,533	$549,318
EEM	iShares MSCI Emerging Markets ETF	11,433	$499,622
ICE	Intercontinental Exchange, Inc.	2,852	$491,970
ZTS	Zoetis Inc.	2,304	$379,353
NXPI	NXP Semiconductors N.V.	1,981	$376,508
PTC	Ptc Inc.	2,352	$364,442
AKAM	Akamai Technologies Inc	4,295	$345,747
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

144 tracked positions · $371,243,047 total · filing declares 144 positions · $344,176,272 · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 144 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
MUB	iShares National Muni Bond ETF	Reduced	305,284	-12,921	$31,896,072	−4.9%	22+	before history	8.59%
ESGU	iShares ESG Aware MSCI USA ETF	Reduced	143,048	-14,378	$19,354,394	+0.8%	17	unpriced	5.21%
ESGD	iShares ESG Aware MSCI EAFE ETF	Added	183,380	+8,192	$16,361,163	+14.3%	19	unpriced	4.41%
IEFA	iShares Core MSCI EAFE ETF	Reduced	187,450	-34,110	$15,648,326	−6.6%	22+	before history	4.22%
IWL	iShares Russell Top 200 ETF	Reduced	93,113	-96,365	$14,257,462	−45.2%	21	unpriced	3.84%
MBB	iShares MBS ETF	Added	129,231	+64,078	$12,133,498	+98.6%	7	unpriced	3.27%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Reduced	191,789	-9,718	$9,117,649	−4.7%	7	unpriced	2.46%
MSFT	Microsoft Corp Technology	Reduced	17,885	-738	$8,896,177	+27.3%	22+	before history	2.40%
NVDA	Nvidia Corp Technology	Added	54,854	+6,163	$8,666,383	+64.2%	21	unpriced	2.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	36,481	-2,549	$8,003,566	+7.8%	22+	before history	2.16%
QQQ	Invesco Qqq Trust, Series 1	Reduced	13,321	-9,719	$7,348,396	−32.0%	22+	before history	1.98%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	73,506	+17,512	$7,291,795	+31.6%	22+	before history	1.96%
SCHF	Schwab International Equity ETF	Added	326,812	+291,970	$7,222,545	+948.0%	2	$20.69	1.95%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	161,262	-1,301	$6,892,337	+7.7%	21	unpriced	1.86%
QUAL	iShares MSCI USA Quality Factor ETF	Added	37,091	+16,324	$6,780,976	+91.1%	7	unpriced	1.83%
SMB	VanEck Short Muni ETF	Added	389,766	+25,462	$6,727,361	+7.7%	7	unpriced	1.81%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	74,164	+49,051	$5,460,695	+196.0%	2	$72.68	1.47%
AAPL	Apple Inc. Technology	Added	24,075	+459	$4,939,467	−5.8%	22+	before history	1.33%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	78,848	-3,481	$4,890,152	+1.8%	11	unpriced	1.32%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	35,788	-187,637	$4,832,811	−82.3%	15	unpriced	1.30%
EFV	iShares MSCI EAFE Value ETF	Added	68,422	+5,498	$4,343,428	+17.1%	7	unpriced	1.17%
VOO	VANGUARD 500 INDEX FUND	NEW	7,497	NEW	$4,258,520	NEW	1	unpriced	1.15%
FMB	First Trust Managed Municipal ETF	Added	85,286	+68,096	$4,248,948	+390.2%	2	$50.00	1.14%
COST	Costco Wholesale Corp Consumer Defensive	Added	4,204	+629	$4,161,707	+23.1%	22+	before history	1.12%
IUSB	iShares Core Universal USD Bond ETF	Reduced	86,237	-72,076	$3,986,736	−45.4%	7	unpriced	1.07%
V	Visa Inc. Financial Services	Reduced	10,967	-1,976	$3,893,833	−14.2%	22+	before history	1.05%
IWR	iShares Russell Mid-Cap ETF	Added	42,096	+39,380	$3,871,569	+1575.6%	2	unpriced	1.04%
IVE	iShares S&P 500 Value ETF	Added	19,800	+8,596	$3,869,316	+81.2%	9	unpriced	1.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,561	-1,160	$3,623,465	+7.9%	22+	before history	0.98%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	30,860	-19,138	$3,584,697	−30.0%	11	unpriced	0.97%
XJH	iShares ESG Select Screened S&P Mid-Cap ETF	Added	86,289	+26,002	$3,580,993	+52.0%	11	unpriced	0.96%
QLTA	iShares Aaa - A Rated Corporate Bond ETF	Added	71,607	+57,924	$3,425,678	+426.7%	2	unpriced	0.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,010	+640	$3,405,247	+0.4%	22+	before history	0.92%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,490	+1,560	$3,331,065	+36.8%	22+	before history	0.90%
INTU	Intuit Inc. Technology	Reduced	3,717	-248	$2,927,620	+20.3%	21	$397.39	0.79%
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	Added	69,762	+11,617	$2,883,263	+29.1%	7	unpriced	0.78%
META	Meta Platforms, Inc. Communication Services	Reduced	3,856	-611	$2,846,075	+10.5%	22+	before history	0.77%
SUSC	iShares ESG Aware USD Corporate Bond ETF	Reduced	116,644	-57,353	$2,709,640	−32.5%	7	unpriced	0.73%
WM	Waste Management Inc Industrials	Reduced	11,721	-236	$2,681,999	−3.1%	22+	before history	0.72%
IJR	iShares Core S&P Small-Cap ETF	Reduced	22,388	-567	$2,446,784	+1.9%	22+	before history	0.66%
DE	Deere & Co Industrials	Reduced	4,764	-73	$2,422,446	+6.7%	16	$371.93	0.65%
PZA	Invesco National AMT-Free Municipal Bond ETF	Added	102,232	+86,486	$2,288,974	+530.9%	2	$22.64	0.62%
VFLO	VictoryShares Free Cash Flow ETF	Added	64,373	+56,766	$2,275,585	+772.7%	2	$33.81	0.61%
BAC	Bank Of America Corp Financial Services	Reduced	47,991	-4,406	$2,270,934	+3.9%	14	$37.04	0.61%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	41,562	+1,737	$2,192,811	+5.1%	7	unpriced	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,925	-363	$2,172,342	−5.7%	22+	before history	0.59%
KO	Coca Cola Co Consumer Defensive	Reduced	30,013	-1,134	$2,123,419	−4.8%	18	$54.04	0.57%
VB	Vanguard Index Funds	Added	8,820	+7,557	$2,090,163	+646.3%	2	$225.34	0.56%
JNJ	Johnson & Johnson Healthcare	Reduced	13,574	-717	$2,073,428	−12.5%	22+	before history	0.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	12,401	+3,797	$1,975,727	+34.7%	22+	before history	0.53%

Showing the top 50 of 144 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.